Wealth Management Invest

Welcome to the Wealth Management Invest Podcast. David Bodamer delves into the strategic insights of financial advisors and Chief Investment Officers (CIOs) from leading RIAs, including the increasing adoption of alternative investments to enhance the con

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Recent Episodes

Wealth Management INVEST: Assessing Active ETFs, Live from the Morningstar Investor Conference with Jack Shannon

Posted July 23, 2024 • 00:43:28

David Bodamer speaks with Jack Shannon, a senior analyst on Morningstar’s manager research team, in an episode recorded in front of a live audience...

Wealth Management INVEST: Investing in Private Markets with a Fiduciary-First Approach

Posted June 17, 2024 • 00:29:37

WealthManagement.com’s David Bodamer speaks with Jake Miller, Co-Founder and Chief Solutions Officer at Opto Investments, about the evolving...

Wealth Management INVEST: Wealth Enhancement Group’s Approach to Private Investments

Posted May 20, 2024 • 00:26:52

WealthManagement.com’s David Bodamer sits down with Doug Huber, Vice President of Investment Strategy at Wealth Enhancement Group, to delve...

WealthManagement INVEST: Bridging the Gap in Fixed Income Opportunities

Posted April 29, 2024 • 00:24:51

Listen in as David Bodamer sits down with Karen Veraa, Head of iShares US Fixed Income Strategy, to discuss fixed-income ETFs. Karen shares insight...

WealthManagement INVEST: Trends and Innovations in Alternative Investments

Posted April 15, 2024 • 00:30:58

Listen in as David Bodamer sits down with Lawrence Calcano, Chairman and CEO of iCapital, to explore the world of alternative investments and their...